Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,068 | $72,404+249.5% | $110,243+129.6% | $64,173+294.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.62% | -6.29%+1.7pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $5,942 | $2,282+160.4% | $3,827+55.3% | $2,381+149.6% |
| Participant deferral / active EE | $7,204 | $3,469+107.7% | $4,672+54.2% | $3,470+107.6% |
| Admin fee / account holder | $4,775 | $5,664-15.7% | $8,548-44.1% | $4,887-2.3% |